Institutional shares held 569,225
0 calls
0 puts
Total value of holdings $42.3M
$0 calls
$0 puts
# of Institutions 27


Latest Institutional Activity in ISHG

Top Purchases

Q1 2025
Wells Fargo & Company Shares Held: 26.4K ($1.96M)
Q1 2025
Df Dent & CO Inc Shares Held: 20.4K ($1.52M)
Q1 2025
Parallel Advisors, LLC Shares Held: 6.39K ($475K)
Q1 2025
Mutual Advisors, LLC Shares Held: 3.67K ($273K)
Q1 2025
Lpl Financial LLC Shares Held: 16.5K ($1.23M)

Top Sells

Q1 2025
Jones Financial Companies Lllp Shares Held: 1.03K ($76.5K)
Q1 2025
Checchi Capital Advisers, LLC Shares Held: 203K ($15.1M)
Q1 2025
Jane Street Group, LLC Shares Held: 35.2K ($2.62M)
Q1 2025
Mc Lean Asset Management Corp Shares Held: 16K ($1.19M)
Q1 2025
Family Firm, Inc. Shares Held: 17.1K ($1.27M)

About ISHG

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